See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,836 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,617 | $130,194+41.0% | $169,993+8.0% | $71,457+157.0% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.0%+8.7pp | 67.9%+27.8pp |
| Annual return | 21.94% | 20.37%+1.6pp | 53.37%-31.4pp | 28.85%-6.9pp |
| Employer contribution / active EE | $6,893 | $4,381+57.3% | $6,785+1.6% | $2,588+166.4% |
| Participant deferral / active EE | $15,574 | $6,923+125.0% | $10,408+49.6% | $4,289+263.1% |
| Admin fee / account holder | $151 | $966-84.4% | $12,815-98.8% | $1,587-90.5% |